Jeremy Dickstein
Senior Transition Consultant
Jeremy Dickstein’s resume boasts more than three decades of leadership experience within financial services, having held distinguished positions at firms representing every industry sector. Among them are Merrill Lynch, Fidelity Investments, Morgan Stanley, Chantico Advisors LLC, Tigress Financial Partners, Lisiten Associates, Spartan Capital Securities LLC, Syren Capital Advisors, LiftForward, Wealth Advisory Group LLC, Aflac, Littlebanc Advisors, and 1West Finance. Additionally, Jeremy’s decidedly advisor-first approach has received acclaim among his peers, and he has personally championed many initiatives which streamlined process while amplifying strategic direction for advisors within the investment and wealth management space.
jeremydickstein@
646.940.9790
